approach to financial planning and investment management. Our team of advisors has stock options, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management planning, traditional investment management, tax-smart investing, tax planning, estate planning, and risk management.

objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

Financial Planning Risk Management Retirement Planning Portfolio Design (including Tax Optimization) Estate Planning Life Income Planning Divorce Financial Planning

includes asset allocation and "location," portfolio management, customized concentrated wealth management and private equity distribution/post-nature, concentration risks, diversification goals, implementation costs, effective tax management, liquidity requirements, optimal portfolio and single-stock transition

optimizing the investment holdings in each client portfolio. We use low-cost exchange-traded-to enhance portfolio cash flow, improve expected capital appreciation, and reduce anticipated volatility / risk. Benefits ofyears of life. Management fees are capped. No minimum account size. All portfolios welcomed. Contact us

for clients at all financial levels, including stock option analysis, wealth management and a program for young professionals stock options. It includes a tax return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program provides ongoing portfolio management